DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 454 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,934,278 | -22.6% | 493,675 | -24.2% | 0.16% | -12.4% |
| Q2 2023 | $16,706,675 | +34.1% | 651,549 | +33.3% | 0.18% | +15.6% |
| Q1 2023 | $12,457,882 | +186.4% | 488,928 | +172.9% | 0.15% | +1.3% |
| Q4 2022 | $4,349,647 | -5.6% | 179,145 | -13.5% | 0.15% | -16.5% |
| Q3 2022 | $4,606,000 | -4.5% | 207,105 | +0.0% | 0.18% | -6.2% |
| Q2 2022 | $4,824,000 | -13.7% | 207,052 | +2.2% | 0.19% | -1.0% |
| Q1 2022 | $5,588,000 | +5.8% | 202,616 | +11.2% | 0.20% | +10.7% |
| Q4 2021 | $5,280,000 | +26.6% | 182,245 | +16.1% | 0.18% | +15.7% |
| Q3 2021 | $4,169,000 | +11.0% | 156,909 | +12.7% | 0.15% | +3.4% |
| Q2 2021 | $3,756,000 | – | 139,220 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rockwood Wealth Management, LLC | 5,328,872 | $146,970,280 | 70.41% |
| Steward Financial Group LLC | 2,696,496 | $74,369,000 | 66.27% |
| SJS Investment Consulting Inc. | 7,188,611 | $198,262,000 | 60.64% |
| Greenspring Advisors, LLC | 6,739,977 | $185,888,000 | 49.34% |
| WorthPointe, LLC | 2,139,600 | $59,010,000 | 47.40% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,779,755 | $51,559,000 | 46.19% |
| ShankerValleau Wealth Advisors, Inc. | 2,379,201 | $65,618,000 | 39.33% |
| Shearwater Capital LLC | 1,510,453 | $41,678,000 | 38.40% |
| Forum Financial Management, LP | 28,186,840 | $777,393,000 | 37.51% |
| Austin Asset Management Co Inc | 4,249,269 | $117,195,000 | 37.21% |